Existing Deposit - Warning

Overview

Sends a warning field tag when an Opportunity may be double counting Deposit accounts. For comparison purposes, Deposit average balances are combined for each product type in the attached Relationship. Deposit average balance is then compared using a default threshold of +/- $100. Through configuration, the threshold can also be set as a % of deposit average balance.

This article will cover configuring and testing the skill, and viewing and enabling it in PrecisionLender.

 

In This Article

 

Configuring and Testing the Skill

Before enabling the skill for the targeted audience, you first need to ensure that the skill is working properly by testing it. To do this, navigate to the skill details page to configure and enable the skill for your Development audience:

  • Select Development under the Audiences section.
  • In the Version dropdown menu, select the version of the skill that you want to test. This will display the skill configurations.
  • In the General Configuration section on the skill details page, enter the following information to configure the skill:

General Configuration

  • Summary Tag Message Override - (Optional) Allows you to change the default message the skill displays on the opportunity screen. Default - "This Opportunity may be double counting Deposit accounts."
  • Average Balance Threshold - (Optional) Lets you reassign the maximum average balance variation, as a percentage or a dollar amount(based on configuration), where the skill will fire. Default is +/- $100.
  • Field Tag Message Override - Sum - (Optional) Allows you to change the default Field Tag message the skill displays on the opportunity screen when a deposit account is within the threshold of the sum of all relationship deposits of the same product type. Default - "This looks like the sum of existing {productName} accounts with a total average balance of {depositBalance}, which are already included in Relationship Impact".
  • Threshold Type - (Optional) - This allows you to configure the skill to fire based on a variance set as either a dollar amount or as a percentage. The default is to use Dollar Amount.
  • Field Tag Message Override - Single - (Optional) Allows you to change the default Field Tag message the skill displays on the opportunity screen when a deposit account is within the threshold of a sinlge relationship deposit of the same product type. Default - "This looks like an existing {productName} with an average balance of {depositBalance}, which is already included in Relationship Impact".

Select Enable Changes to enable the skill for the Development audience. Once you've enabled this skill for testing, make sure you've added the users who will be testing the skill to the Development audience.

 

Viewing the Skill in PrecisionLender

shows the skill message in Andi

If you enter a deposit within +/- $100 of an existing balance, Andi® will display the following message: 'This Opportunity may be double counting Deposit accounts'.  Click the hyperlinked message to be taken to the Deposit tab.

 

You can also hover your mouse over the Balance field on the Deposit tab to view a similar message. Click the hyperlinked message to be taken to the Relationship tab.

Tip

Always remember to save the opportunity to apply any changes.

 

Enabling the Skill

After you've viewed and tested the skill, you are ready to enable the skill for the targeted Audience.

  • Navigate back to the skill details page for the skill you were testing.
  • In the Audiences section, select the targeted audience for this skill and choose the version of the skill you're enabling. When the latest skill version is published by the skill owner, it will automatically be available for selection in the list.
  • Open the configuration and select Copy Config From… to copy all of your configuration settings from the Development audience.
  • Select Enable Changes to enable the skill for the targeted audience.

Note

After enabling the skill for the targeted audience, we recommend disabling it for the Development audience.

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